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60 Forms Available for 'trust'

 

 

REVOCABLE LIVING TRUST    Should two or more persons, whether individual or corporate, serve as trustee, and Grantor's spouse serve as one of those trustees, the decision to pay principal to Grantor's spouse shall be made by the trustee or trustees other than Grantor's spouse, and without Grantor's spouse taking part in that decision. After my death my Trustee, or any successor Trustee, may resign as Trustee of any trust being held under this agreement in a writing signed and acknowledged and delivered to all ...

 

 

IRREVOCABLE LIVING TRUST  (E) The Trustees may, from time to time, in the Trustees absolute discretion, pay or distribute to any Beneficiary then eligible to receive income from any trust created by this Article such part of the principal of the trust from which the Beneficiary is eligible to receive income as the Trustees may deem appropriate.   In the event any Trustee shall cease to serve as Trustee and (I) has not effectively nominated the Trustees immediate successor as Trustee, or (2) if the so-nominated ...

 

 

IRREVOCABLE LIVING TRUST     (2) Net income not required to be paid or distributed from any trust created by this article may be added to any subsequent income payment from the trust.   Until distributed, accumulated income shall be regarded for all purposes under this trust as corpus of the respective trusts created by this Article. In the event of such termination, the principal of each trust so terminated, together with the accrued, accumulated, and undistributed income of the trust, shall be paid over and ...

 

 

REVOCABLE LIVING TRUST    Delivery to the successor Trustee or to me, if I do not appoint a successor Trustee, and proper accounting for all property received and disbursed by my Trustee shall discharge my Trustee from all responsibility and liability with respect to and in connection with this trust. After my death my Trustee, or any successor Trustee, may resign as Trustee of any trust being held under this agreement in a writing signed and acknowledged and delivered to all current adult income beneficiaries of ...

 

 

LIVING TRUST    The Grantor, desiring to create trusts for the benefit of his adult children and for other good and valuable consideration, irrevocably assigned to the Trustees the property described in attached Schedule A (the "Trust Property"), in trust, for the purposes and on the conditions hereinafter stated.      (a)  The Trustees shall pay the entire net income of the trust, quarterly, to the beneficiaries of the trust, provided that there shall be paid over absolutely to the beneficiaries at age ...

 

 

LIVING TRUST    Nothing in this trust shall be construed to restrict my Trustee from investing the trust assets in a manner which could result in the annual realization of a reasonable amount of income or gain from the sale or disposition of trust assets. My Trustee or any successor Trustee may resign at any time as Trustee of any trust being held under this agreement in a writing signed, acknowledged and delivered to all adult income beneficiaries of such trust, such resignation to be effective upon a ...

 

 

DEED OF TRUST  14.1  On beneficiary’s written request stating that all sums secured by this trust deed have been paid, and on surrender of this trust deed and such _____________________ (Note or Bond) to trustee for cancellation and retention, and on payment of trustee‘s fees, trustee shall reconvey, without warranty, the property then held under this trust deed.   Any person, including trustor, trustee, or beneficiary, as defined under this trust deed, may purchase at such sale.   Trustee is not obligated ...

 

 

LIVING TRUST    Nothing in this trust shall be construed to restrict my Trustee from investing the trust assets in a manner which could result in the annual realization of a reasonable amount of income or gain from the sale or disposition of trust assets. My Trustee or any successor Trustee may resign at any time as Trustee of any trust being held under this agreement in a writing signed, acknowledged and delivered to all adult income beneficiaries of such trust, such resignation to be effective upon a ...

 

 

LIFE INSURANCE TRUST  Upon Grantor's death, the Trustee shall collect the proceeds of any insurance policies payable to the Trustee for the beneficiary.   Any individual serving as Trustee may resign as Trustee hereunder by delivering a written resignation to his successor as Trustee and to Grantor, if Grantor is living. Recognizing that the needs and family circumstances of the Trust beneficiaries may change or vary, the Grantors expressly authorize the Trustee and each successor Trustee to change the situs of ...

 

 

LIFE INSURANCE TRUST-IRREVOCABLE  Upon Grantor's death, the Trustee shall collect the proceeds of any insurance policies payable to the Trustee for the beneficiary.   If any beneficiary hereunder has reached the age of  years prior to the death of the Grantor, then the Trustee shall distribute such beneficiary's pro rata share of the Trust property directly to such beneficiary.   Any individual serving as Trustee may resign as Trustee hereunder by delivering a written resignation to his successor as Trustee and to Grantor, ...

 

 

VOTING TRUST AGREEMENT  5. The trustee(s) shall issue to each of the subscribers a trust certificate for the number of shares transferred by the subscriber to the trustees. The trustee(s) shall keep a list of the shares of stock transferred to them, and shall keep a record of all trust certificates issued or transferred on their books, which records shall contain the names and addresses of the trust certificate holders and the number of shares represented by each trust certificate. 7. The trustee(s) shall collect ...

 

 

DECLARATION OF NOMINEE TRUST    The term "Trustee" wherever used herein shall mean the Trustee or Trustees named herein and such person or persons who hereafter are serving as Trustee or Trustees hereunder, and the rights, powers, authority and privileges granted hereunder to the Trustee shall be exercised by such person or persons subject to the provisions hereof. 5.  RESIGNATION AND APPOINTMENT OF SUCCESSOR TRUSTEES:  Any Trustee hereunder may resign by written instrument signed and acknowledged by such Trustee and ...

 

 

LAST WILL AND TESTAMENT  If, at any time, the property held in trust for any beneficiary under this Article is an amount so small that, in the sole discretion of my Trustee, the continuation of the trust is not in the overall best interest of the beneficiary, then my trustee may (i) pay over and deliver such property to the beneficiary, or (ii) convert the trust assets into qualifying property and pay over and deliver such property to a suitable person as Custodian for the beneficiary and so terminate the trust. I ...

 

 

ASSET INVENTORY    If so, give details here including name of insured, face amount of policy, and present cash value. Enter on this page information on family members and key men who can operate business in the event of your death or disability and other facts relating to plans for retention or disposition of business interest?   Enter here information pertinent to selection of options offering you maximum advantage for your  situation, e.g., payment of lump sum, payment in installments, payment in company ...

 

 

LIVING TRUST  I, the undersigned, _____________________________, do hereby confer and bestow upon _______________________ (Hereinafter "Trustee"), the property as listed and set forth in Schedule A attached. I.  The property shall be held, managed, invested and reinvested by the Trustee, and its successor or successors, with all the powers to the Trustee as herein provided.   The Trustee shall pay to each of the named beneficiaries the principal of the share held for his or her benefit, free and discharged...

 

 

NOTE OF TRUST’S INDEBTEDNESS  This certifies that the trust established under a trust agreement between _____________ (Name Of Trustor) as trustor and __________ (Name of Trustee) as trustee on _________ (Date) is indebted to ____________________ (Name of Payee) for _________ Dollars ($__________), to be paid solely out of the principal of the trust estate on its termination with interest at the rate of __________ percent (__________%) per year, payable in __________ (Quarterly, or as the Case May Be) installments. This ...

 

 

ESTATE ANALYSIS  The foregoing forms show the distribution of the estate under the present plan, the estimated estate tax, its effect on the beneficial interest, and special liquidity problems. Your estate tax may be unnecessarily large, or the combines estate taxes of your wife and yourself may be unnecessarily large.   You have not used trusts and powers of appointment to reduce estate taxes I the estates of your wife and children.

 

 

INVESTOR QUESTIONNAIRE  I certify that I have an individual net worth, or my spouse and I have a combined net worth, in excess of $1,000,000. Subscriber certifies that all of its equity owners are accredited investors under either 1(a) above (i.e., $1,000,000 net worth) or 1(b) or 1(c) above (i.e., $200,000 individual or $300,000 joint income). Initial ________ 1. The undersigned hereby certifies that the beneficiary thereof is an accredited investor under either (a) above (i.e., $1,000,000 net worth) or (b) or (c...

 

 

APPROVAL FROM SPOUSE FOR LIVING TRUST  APPROVAL FROM SPOUSE FOR LIVING TRUST Regarding the trust established by my spouse, ________________________________, naming ___________________________________ as beneficiary, I give my consent to all terms set forth in the agreement, and furthermore release all rights to the property that shall be taken into trust, described as follows: _____________________________ ___________________________________________________________________

 

 

APPOINTMENT OF CORPORATION AS TRUSTEE  The following are additional instructions to be applied to the trust agreement established on ___________________, by ________________________________, naming _______________________________ as beneficiary: The Trust company located at ____________________________________________ (Address) that operates by the name of ______________________________________ is hereby designated by _______________________, (Trustor), as legal trustee of the trust herein defined by this contract and ...

 







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